Adrian Lyles (CRD# 5889785) is an Investment Advisor Representative working at Lyles Wealth Management LLC in Calhoun, GA and has over 13 years of experience in the finance industry.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5537402
Edward Jones
CRD# 1981586
Dempsey Lord Smith, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lyles Wealth Management LLC | Calhoun, GA | Oct 2018 - Current | 5 |
| Dempsey Lord Smith | Calhoon, GA | Aug 2015 - Feb 2019 | 3 |
| Dempsey Lord Smith | Calhoun, GA | Jul 2015 - Feb 2019 | 3 |
| Wells Fargo Advisors LLC | Woodstock, GA | Feb 2011 - Jul 2015 | 4 |
| Wells Fargo | Cartersville, GA | Oct 2009 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- GA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$196,021
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA
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